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Benjamin Edwards Inc’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Benjamin Edwards Inc’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$545K Sell
13,437
-1,500
-10% -$59K 0.01% 971
2025
Q4 		$550K Sell
14,937
-448
-3% -$16.1K 0.01% 923
2025
Q3 		$535K Hold
15,385
– – 0.01% 911
2025
Q2 		$501K Buy
+15,385
New +$494K 0.01% 848

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin Edwards Inc's LVHI Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 10% in Q1 2026, selling an estimated $59K and leaving 13,437 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #971.

Benjamin Edwards Inc first reported a position in LVHI in Q2 2025 and has held it in 4 quarters since. The position peaked at $550K in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Benjamin Edwards Inc held 13,437 shares of Franklin International Low Volatility High Dividend Index ETF worth $545K as of Q1 2026.
  • Benjamin Edwards Inc sold 1,500 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $59K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #971 holding.
  • Benjamin Edwards Inc first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Franklin International Low Volatility High Dividend Index ETF position peaked at $550K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.